Envestnet Portfolio Solutions’s NorthWestern Energy NWE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.07M | Buy |
20,848
+14,074
| +208% | +$722K | ﹤0.01% | 768 |
|
|
2025
Q1 | $392K | Sell |
6,774
-16,215
| -71% | -$938K | ﹤0.01% | 1155 |
|
|
2024
Q4 | $1.23M | Buy |
22,989
+2,828
| +14% | +$151K | ﹤0.01% | 836 |
|
|
2024
Q3 | $1.15M | Buy |
20,161
+2,665
| +15% | +$152K | ﹤0.01% | 846 |
|
|
2024
Q2 | $876K | Buy |
17,496
+3,691
| +27% | +$185K | ﹤0.01% | 900 |
|
|
2024
Q1 | $703K | Buy |
13,805
+3,468
| +34% | +$177K | ﹤0.01% | 977 |
|
|
2023
Q4 | $526K | Buy |
10,337
+2,040
| +25% | +$104K | ﹤0.01% | 1024 |
|
|
2023
Q3 | $399K | Buy |
+8,297
| New | +$399K | ﹤0.01% | 1084 |
|